Peterson Wealth Management Schwab Strategic Tr Us Large C Transaction History

Peterson Wealth Management

  • $147 Million
  • Q1 2025

A detailed history of Peterson Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Peterson Wealth Management holds 13,320 shares of SCHX stock, worth $333,799. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,320
Previous 13,320 -0.0%
Holding current value
$333,799
Previous $308,000 4.55%
% of portfolio
0.2%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $198,912 - $606,326
8,880 Added 200.0%
13,320 $308,000
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $246,020 - $275,635
4,440 New
4,440 $275,000

Others Institutions Holding SCHX

# of Institutions
1,539
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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